Chief Investment Officer
We specialize in creating investment portfolios that draw on a variety of return sources, with a strong focus on both equities and Australian fixed-income investments.
At 4 Pillars Adviser Services, we specialize in creating investment portfolios that draw from a wide range of return sources, focusing especially on equities and Australian fixed income investments.
Our expert team is committed to delivering strong performance by utilizing uncorrelated sources in these areas. We believe that diversifying across equities and fixed income provides a more effective strategy to achieve investment goals and secure attractive, risk-adjusted returns.
Before the establishment of 4 Pillars Adviser Services, our founders and investment team collectively built a strong track record of success over several years and across multiple companies.
At 4 Pillars Adviser Services, we provide a comprehensive range of investment strategies, from actively managed to passive approaches, with a strong focus on domestic bond and equity markets.
Our expertise encompasses the full range of fixed-income investments, including traditional government bonds, credit, and inflation-linked strategies. We also specialize in managing ‘passive enhanced’ portfolios, consistently delivering above-benchmark results in this area.
4 Pillars Adviser Services is recognized as one of the leading and most experienced managers of Australian-based fixed-income solutions.
Beyond our well-established unit trusts, we excel in designing bespoke, segregated mandates tailored to meet the unique needs and objectives of our clients.
Our capabilities extend globally, identifying diverse investment opportunities both within Australia and internationally, drawing on insights from specialists in the world’s leading bond markets. Our ‘balanced risk’ approach is crafted to diversify performance drivers and ensure consistent outperformance throughout all market cycles.
Our portfolio management is not confined by a standard ‘house view.’ Our managers have the flexibility to utilize a range of distinct and uncorrelated performance drivers. Our primary objective is to generate long-term excess returns with a strong focus on capital protection.
We are dedicated to best-in-class ESG integration, incorporating environmental, social, and governance factors alongside traditional financial performance metrics to ensure a responsible and forward-thinking investment strategy.
We hold a firm commitment to crafting sustainable long-term outcomes for our clients.
At 4 Pillars Adviser Services, curiosity drives everything we do. It shapes our investment philosophies, guides our processes, and fuels our distinctive, research-focused approach to investment management.
Our investment management team is deeply committed to creating sustainable long-term outcomes for our clients by asking insightful questions, projecting into the future, and considering the lasting impact of our decisions.
Our name, 4 Pillars Adviser Services, reflects both our rich heritage and forward-looking mission. The word ‘Pillars’ connects to our strong and successful past, while ‘Adviser Services’ symbolizes our path forward—demonstrating our commitment to charting our own course and investing responsibly for the long term.
The leadership and investment team consists of seasoned portfolio managers, risk managers, and experts in both retail and institutional investment management.
This team utilizes a comprehensive approach to portfolio construction and investment, providing diverse exposures across directional equity, fixed income, and liquid alternative strategies within its portfolios. These portfolios actively implement strategic ideas, explore unique investment approaches, and are proactively managed with a focus on achieving targeted risk-adjusted total return objectives.
Our investment teams are recognized for their blend of insight, innovation, and precision, underpinned by in-depth analysis, structured methodologies, and robust risk management. They are committed to staying ahead of market changes and adapting accordingly to consistently deliver superior, risk-adjusted performance.
Meet Our Expert Financial Advisory Team
We welcome and celebrate different perspectives to help our firm, our clients and our people.
Zoey Willow
Lead Equity Strategy
Ryan Ellis
Lead Fixed Income Strategy
Alexander Gray
Head of Portfolio Management
